Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,318 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
190
shares
|
$11,552
0.01% of portfolio
|
Q1 2025
New holding
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
183
shares
|
$11,126
0.0% of portfolio
|
Q2 2024
Reduced 88.62%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
183
shares
|
$11,126
0.01% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
179
shares
|
$10,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
177
shares
|
$10,761
0.0% of portfolio
|
Q4 2024
Added 42.74%
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
175
shares
|
$10,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
175
shares
|
$10,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
170
shares
|
$10,336
0.0% of portfolio
|
Q2 2022
Reduced 17.07%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
169
shares
|
$10,275
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
167
shares
|
$10,153
0.01% of portfolio
|
Q1 2023
New holding
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
162
shares
|
$9,849
0.01% of portfolio
|
Q1 2025
Reduced 44.33%
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
160
shares
|
$9,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
158
shares
|
$9,606
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
156
shares
|
$9,484
0.01% of portfolio
|
Q1 2025
New holding
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
150
shares
|
$9,120
0.0% of portfolio
|
Q2 2023
New holding
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
145
shares
|
$8,816
0.01% of portfolio
|
Q2 2024
New holding
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
144
shares
|
$8,755
0.0% of portfolio
|
Q1 2025
Added 260.0%
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
128
shares
|
$7,782
0.0% of portfolio
|
Q4 2022
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
128
shares
|
$7,782
0.0% of portfolio
|
Q1 2024
Added 132.73%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
124
shares
|
$7,539
0.0% of portfolio
|
Q3 2023
New holding
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
121
shares
|
$7,356
0.0% of portfolio
|
Q1 2024
Added 202.5%
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
117
shares
|
$7,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
115
shares
|
$6,992
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
114
shares
|
$6,931
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
113
shares
|
$6,870
0.0% of portfolio
|
Q4 2024
New holding
|